Wellington Capital Management, Inc.

Wellington Capital Management, Inc. (CRD# 130131) is a financial advisory firm headquartered in Bethesda, MD. They manage $61,683,290 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $443,765
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Wellington Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Edmund Wellington Iii
CRD#: 1130424
4906 Earlston Drive, Bethesda , MD 20816
93
Wealthminder
score

Edmund Wellington Iii (CRD# 1130424) is an Investment Advisor Representative working at Wellington Capital Management, Inc. in Bethesda , MD and has over 33 years of experience in the finance industry.

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